Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USB-PP (U.S. Bancorp) | -1.70% | 1.19% | 3.80% | 0.37% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USB-PP (U.S. Bancorp) | 08/09/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | 1.19 | 3.80 | 0.37 | NA | NA | NA | … | … | -1.70 | 1.54 | 7.23 | 10.35 | -10.92 | -2.11 | 10.49 | 16.88 | 0.69 |
| Sharpe Ratio | NA | 0.10 | 0.12 | -0.13 | NA | NA | NA | … | … | -0.60 | -0.12 | 0.40 | 0.31 | -0.84 | -0.31 | 0.52 | 2.27 | 0.03 |
| Standard Deviation(%) | NA | 8.65 | 11.72 | 13.76 | NA | NA | NA | … | … | 8.10 | 11.21 | 9.11 | 21.89 | 14.83 | 6.80 | 19.45 | 6.80 | 7.38 |
| Draw Down(%) | NA | 10.37 | 13.82 | 21.78 | NA | NA | NA | … | … | 7.48 | 9.99 | 7.70 | 19.11 | 13.88 | 6.82 | 19.38 | 4.16 | 4.96 |
| Yield(%) | 0.00 | 6.02 | 5.92 | 4.83 | 4.31 | 2.87 | 2.15 | … | … | 1.50 | 5.78 | 5.95 | 6.10 | 5.19 | 4.88 | 5.94 | 5.50 | 2.27 |
Data as of 06/04/2026, Common starting date is 08/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USB-PP (U.S. Bancorp) |
-4.92%
Oct 2020 – Oct 2023 |
0.68%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USB-PP (U.S. Bancorp) |
8.99%
Oct 2018 – Oct 2021 |
5.43%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart